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Basswood Capital Management’s CBIZ CBZ Stock Holding History

Basswood Capital Management’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.5M Buy
204,662
+21,071
+11% +$743K 0.26% 79
2025
Q4 		$9.26M Sell
183,591
-7,472
-4% -$393K 0.37% 69
2025
Q3 		$10.1M Buy
191,063
+150,708
+373% +$9.72M 0.41% 65
2025
Q2 		$2.89M Hold
40,355
– – 0.13% 93
2025
Q1 		$3.06M Hold
40,355
– – 0.17% 92
2024
Q4 		$3.3M Buy
+40,355
New +$3.02M 0.19% 84

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Basswood Capital Management's CBZ Position: Q1 2026 in Review

Basswood Capital Management increased its CBIZ (CBZ) stake by 11% in Q1 2026, buying an estimated $743K and bringing the position to 204,662 shares worth $5.5M. The position accounts for 0.26% of the portfolio, ranked #79.

Basswood Capital Management first reported a position in CBZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.1M in Q3 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • Basswood Capital Management held 204,662 shares of CBIZ worth $5.5M as of Q1 2026.
  • Basswood Capital Management bought 21,071 CBIZ shares in Q1 2026, an estimated $743K.
  • CBIZ made up 0.26% of Basswood Capital Management's portfolio in Q1 2026, its #79 holding.
  • Basswood Capital Management first reported a position in CBIZ in Q4 2024 and has held it in 6 quarters since.
  • Basswood Capital Management's CBIZ position peaked at $10.1M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on Basswood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.